§ 13F · FUND PROFILE
Legend Financial Advisors, Inc..
AUM · $176M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SOXX | ISHARES TR | 31K | $20M | 11.2% | −29% |
| 2 | QQQ | INVESCO QQQ TR | 24K | $18M | 10.2% | −3% |
| 3 | IAU | ISHARES GOLD TR | 177K | $13M | 7.6% | +1% |
| 4 | VO | VANGUARD INDEX FDS | 147K | $12M | 6.8% | +317% |
| 5 | FNDX | SCHWAB STRATEGIC TR | 380K | $12M | 6.7% | −1% |
| 6 | VIOV | VANGUARD ADMIRAL FDS INC | 99K | $12M | 6.6% | −1% |
| 7 | LCR | MANAGED PORTFOLIO SER | 255K | $10M | 5.8% | +1% |
| 8 | DJP | BARCLAYS BANK PLC | 193K | $8M | 4.8% | −3% |
| 9 | IAK | ISHARES TR | 58K | $8M | 4.7% | +5% |
| 10 | IDMO | INVESCO EXCH TRADED FD TR II | 124K | $7M | 4.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGEND SIGNAL
AC read
Legend Financial Advisors, Inc. is a Other fund managing $176 million in assets. The fund runs a portfolio of 40 positions.
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